Outlook Integration Implementation Guide

1 Outlook IntegrationImplementation GuideSalesforce, Spring 22 @salesforcedocsLast updated: February 24, 2022 Copyright 2000 2022 , inc. All rights reserved. Salesforce is a registered trademark of , inc.,as are other names and marks. Other marks appearing herein may be trademarks of their respective Integration .. 1 Outlook Integration System Requirements.. 2 Set Up the Integration with Outlook .. 4 Considerations for Setting Up the Outlook or Gmail Integration .. 4 Guidelines for Setting Up the Outlook Integration .

2 5 microsoft Exchange Server Setup for the Outlook Integration .. 6 Turn On the Outlook Integration in Salesforce.. 8 Deploy the Outlook Integration to Users.. 8 Enable Event Type Selections to Log Events from Outlook or Gmail.. 9 Enhanced Email and the Outlook Integration .. 10 Add Salesforce Inbox Features to the Outlook Integration .. 11 Outlook INTEGRATIONThe Salesforce Integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications,while keeping Salesforce data up to date.

3 The Integration provides Salesforce data directly within Outlook , and the ability to log emailsand events to Salesforce records. Add Einstein Activity Capture to automate email and event logging and to sync contacts and calendarevents between Salesforce and Outlook . To learn more about other products available, see Salesforce security considerations for the Outlook Integration , see Salesforce Email Integration Security Guide . For security considerations forEinstein Activity Capture, see the Einstein Activity Capture Security Guide discusses the Exchange server settings, Salesforce setup, and a short client-side procedure required to set up the initial setup requires a Salesforce administrator, the IT pro who maintains your microsoft Exchange server, and the sales reps runningthe Integration in you re set up.

4 Use the Lightning App Builder to create custom email application panes that can include different features for differentsales reps. Find the details about what is customizable and how to use the Lightning App Builder in Salesforce Integration SYSTEM REQUIREMENTSEDITIONSA vailable in: SalesforceClassic (not available in allorgs) and LightningExperienceAvailable with Sales Cloud,Service Cloud, and LightningPlatform in: Essentials,Group, Professional,Enterprise, Performance,Unlimited, and DeveloperEditionsMake sure that your system meets these requirements before you integrate with microsoft .

5 Email server Exchange Online with Office 365 Exchange Online with GCC High (not supported if you also use SalesforceInbox) Exchange 2019, 2016 , or 2013 on-premisesHybrid Exchange server environments are supported. For example, when someusers connect to Exchange Online and some users connect using anon-premises Exchange server. Each user s client must meet the microsoft Exchange Server of the following:Desktop and webemail clients Office version or later running on Windows 10 version 1903 orlater, including Office 365 or Office 2019 (retail only) Outlook 2013, Outlook 2016 , or volume-licensed versions of Outlook 2019 Support for Outlook 2013, 2016 , and volume-licensed versions of Outlook2019 ends on December 31, 2022.

6 You can continue to use the Outlookintegration after December 2022. However, Salesforce no longer providessupport, bug fixes, or new features in the older versions of Outlook . Makeplans now to upgrade to the latest versions of Outlook and Windows. Outlook on the web New or legacy Outlook for Mac 2016 or 2019. To determine which Outlookfor Mac experience you have, see the microsoft documentation about thenew Outlook for : The Outlook Integration is built on the microsoft Officeadd-in framework. microsoft develops and maintains that frameworkand it s a non-SFDC application.

7 To ensure you're running the mostsecure version, we recommend running the latest version of Outlookand Windows and applying all available security updates from the best experience, we recommend using an Outlook version that supportspinning the Salesforce pane so that it s always open. The pin is available in thefollowing versions: For Current or Office Insider channels users, the pin is available in Outlook2016 for Windows build and later. For Outlook on the web users, the pin is available if the backend is For new or legacy Outlook for Mac users, the pin is available in version and later.

8 For Deferred channel users, the pin is available in Outlook 2016 for Windows build and Outlook on the web users, any of these browsers on Windows or Mac operating systems. Make sure thatthe browser is set to allow cookies from Google Chrome, most recent stable version Mozilla Firefox, most recent stable version. Set Enhanced Tracking Prevention to Standard or Salesforce domains as exceptions along with https://*. ,https://*. , https://*. , and any Outlook URL used forlogin. microsoft Edge, most recent stable version (Windows only).

9 Set Tracking prevention to Basic. If youchoose to leave Tracking prevention set to Balanced or Strict, add Salesforce domains as exceptionsalong with https://*. , https://*. ,https://*. , and any Outlook URL used for login. Apple Safari, most recent stable version. Turn off Prevent cross-site or encryptionprotocol on your emailserver (for Inbox licensesonly)RequirementsOther FeaturesWe support using terminal servers, such as Citrix configurationsTo use the Integration , each Outlook user needs the Salesforce add-in for Outlook .

10 Users can get the Salesforceadd-in themselves from microsoft AppSource, or Exchange admins can get the add-in and distribute it usingSalesforce Add-in AccessMicrosoft Centralized Deployment. If your security policies don t allow access to microsoft AppSource, there san option to install the Integration using a file-based Integration System RequirementsSET UP THE Integration WITH OUTLOOKEDITIONSA vailable in: SalesforceClassic (not available in allorgs) and LightningExperienceAvailable with Sales Cloud,Service Cloud, and LightningPlatform in.